PROFESSIONAL PROFILE

For over 39 years, The Phipps Group has been committed to delivering state-of-the-art wealth management advice and personalized, attentive client service. Our advisory practice is concentrated on the process of managing the five disciplines, not strictly on money management. The team strives to employ the unsurpassed resources and worldwide platform of Bank of America/Merrill Lynch and leverage them to the benefit of each client. We work closely with the Firm’s international network of wealth management specialists who provide research, analytics and technical support so that The Phipps Group can offer full lifecycle wealth management to clients. We also integrate relationships between our clients legal and tax advisors, with the goal to work as one team on behalf of our clients.

The group serves a variety of uniquely successful clients including individuals, families and businesses. A significant percentage of our clients are physicians, physician groups and other professionals connected to the medical and health care field. We’re equally proud of the solid relationships we’ve developed over the years, as we our now advising third generation family members.

A PRACTICAL APPROACH
Our approach to wealth management is disciplined, practical and depends heavily on client-centric relationships. The initial steps are to ask questions and understand what is most to you, your family, and your business. And, like a physician, we do a complete financial “H&P” (history and physical). After rigorous analysis and testing the results are then integrated into each of the five distinct disciplines that our 39 years of experience shows us in necessary for our client’s success. A diagnois is then developed.

F inancial Guidance
L egacy Implementation
E state Coordination
R isk Management
T ax Minimization/Asset Protection

Our objective is to craft a solid wealth management strategy for the long term, take advantage of wealth creation opportunities, and integrate actionable wealth and income protections.

Jeffrey P. Phipps, Sr., Vice President, Financial Advisor

Jeffrey Phipps, Sr. is the lead Financial Advisor of The Phipps Group. Prior to joining Merrill Lynch, he spent seven years with Janney Montgomery Scott. He has been in the financial services industry since 1970. Jeff earned the Accredited Wealth Management Advisor designation from The Wharton School of Business at the University of Pennsylvania, in conjunction with his prior firm. He is a graduate of the University of Nebraska and has completed additional coursework at Wharton. He holds Series 8, 24, 63 and 65 registrations supervised by the Financial Industry Regulatory Authority (FINRA). He is the Official Wealth Management Advisor to the Florida Neurosurgical Society, Florida Society of Clinical Oncology as well as a Director of Palm Beach County Medical Society’s Service Board.

Florida residents for 29 years, Jeff and his wife, Linda, reside in Palm Beach County. They have two children and three grandchildren.

He is a board member of the Economic Development Research Institute of Palm Beach County and is a member of the Economic Council of Palm Beach County, Inc.


Jeffrey P. Phipps, II, Vice President, Financial Advisor

Jeffrey Phipps, II, has been a financial advisor for more than 14 years. He joined Merrill Lynch in 2008 as a Financial Advisor after spending seven years with Janney Montgomery Scott. He is directly responsible for numerous Phipps Group client relationships and he co-directs formulation of wealth management strategies. He is particularly proud of the multiple-generation relationships he has developed with several family clients of The Phipps Group.

Jeff, a Florida resident for 29 years, graduated from the University of Florida with a B.A. degree in Economics and holds Series 7, 63, 65 registrations supervised by Financial Industry Regulatory Authority. Jeff also holds a Florida resident agent’s license in life insurance and variable annuities. After the closing bell, he is involved with community activities and regularly volunteers his time to and is a board member for child-focused charitable organizations.

Jeff and his wife, Suzanne, a news anchor for a local television station, live in Delray Beach with their daughter.


Resources to our Team: Howard Brezak- Retirement Solutions Specialist; Debbie Trapani- Banking and Liquidity Specialist; Paul B. Hewitt- VP Wealth Management and Insurance Specialist; William F. Pappenfuss III- First Vice President, Trust & Estate Specialists Wealth Structuring Group